Map Your Money
Map Your Money aims to help you make smarter financial decisions.
Hosted by Jaime Benedetti, CFP®, CEO of BEAM Wealth Advisors, and Jeff Cone, CFA®, CAIA®, CIO, the show combines real-world financial planning experience with institutional investment insight.
We break down what’s happening, why it matters, and key considerations that are often weighed over time.
Map Your Money
#26 - Invest Smart: Inside the Mind of an Investment Analyst
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Ever wondered how top investment analysts make decisions? In this episode of Map Your Money, Arish and Jeff take you behind the scenes of their investment strategy. From asset allocation to fund manager selection, they break down how they navigate market cycles, manage risk, and maximize potential returns. Plus, they reveal their secret to staying ahead in a constantly changing economy. Tune in to get an inside look at the thought process behind smart investing!